Harbor Large Cap Fund Manager Performance Evaluation
| HNLVX Fund | USD 24.57 0.20 0.82% |
The fund retains a Market Volatility (i.e., Beta) of 0.87, which attests to possible diversification benefits within a given portfolio. Harbor Large returns are very sensitive to returns on the market. As the market goes up or down, Harbor Large is expected to follow.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Harbor Large Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Harbor Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6100 |
Harbor |
Harbor Large Relative Risk vs. Return Landscape
If you would invest 2,349 in Harbor Large Cap on August 25, 2024 and sell it today you would earn a total of 108.00 from holding Harbor Large Cap or generate 4.6% return on investment over 90 days. Harbor Large Cap is currently producing 0.0718% returns and takes up 0.7297% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Harbor, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Harbor Large Current Valuation
Fairly Valued
Today
Please note that Harbor Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Harbor Large Cap retains a regular Real Value of $24.38 per share. The prevalent price of the fund is $24.57. We determine the value of Harbor Large Cap from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Harbor Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Harbor Mutual Fund. However, Harbor Large's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 24.57 | Real 24.38 | Hype 24.57 | Naive 24.4 |
The intrinsic value of Harbor Large's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Harbor Large's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Harbor Large Cap helps investors to forecast how Harbor mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Harbor Large more accurately as focusing exclusively on Harbor Large's fundamentals will not take into account other important factors: Harbor Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harbor Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Harbor Large Cap, and traders can use it to determine the average amount a Harbor Large's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0984
| Best Portfolio | Best Equity | |||
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| Cash | HNLVX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Harbor Large is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Harbor Large by adding it to a well-diversified portfolio.
Harbor Large Fundamentals Growth
Harbor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Harbor Large, and Harbor Large fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Harbor Mutual Fund performance.
| Total Asset | 2 B | ||||
About Harbor Large Performance
Evaluating Harbor Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Harbor Large has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Harbor Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities, principally common and preferred stocks of large cap companies. Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in securities of large cap companies. The Subadvisor focuses on those companies that the advisor believes are higher quality businesses that are undervalued by the market relative to what the Subadvisor believes to be their fair value. The fund may invest up to 20 percent of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.Things to note about Harbor Large Cap performance evaluation
Checking the ongoing alerts about Harbor Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Harbor Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.81% of its assets under management (AUM) in equities |
- Analyzing Harbor Large's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Harbor Large's stock is overvalued or undervalued compared to its peers.
- Examining Harbor Large's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Harbor Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harbor Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Harbor Large's mutual fund. These opinions can provide insight into Harbor Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Harbor Mutual Fund
Harbor Large financial ratios help investors to determine whether Harbor Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Harbor with respect to the benefits of owning Harbor Large security.
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